Settings and activity

75 results found

1. Move the date uploaded field on document store

   3 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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2. Employer benefits within the protection section

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Larissa Tait supported this idea  ·  Sep 11, 2024

3. Take the word Automated out of the pre populated emails

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   Larissa Tait shared this idea  ·  Sep 10, 2024

4. Client notes

   12 votes

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   under review  ·  5 comments  ·  Notes  ·  Delete…  ·  Admin →
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5. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Larissa Tait commented  ·  Jun 13, 2024  ·  Edit…  ·  Delete…

   Having a download all button for documents, as having to click through 60 documents to download is time consuming.

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6. birthday

   12 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Larissa Tait supported this idea  ·  Jul 1, 2024

7. Fact find logs

   4 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Larissa Tait shared this idea  ·  Jan 17, 2024

8. Integration with a text messaging service

   33 votes

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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9. Mortgage direct debit bank details - should be a compulsory component to the fact find.

   13 votes

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   under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Larissa Tait commented  ·  Jun 17, 2024  ·  Edit…  ·  Delete…

   Mortgage payment details - should be a compulsory component to the fact find.

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   Larissa Tait commented  ·  Apr 12, 2024  ·  Edit…  ·  Delete…

   Mortgage direct debit bank details to be included for payments in fact find, with a questions is this the card you want to use for payment?

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   Larissa Tait shared this idea  ·  Jun 17, 2024

10. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Larissa Tait commented  ·  Jun 17, 2024  ·  Edit…  ·  Delete…

    Employers telephone number - should be a compulsory component to the fact find.

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    Larissa Tait shared this idea  ·  Nov 17, 2021

11. Address history for last 3 years - should be a compulsory component to the fact find.

    15 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Larissa Tait commented  ·  Jun 17, 2024  ·  Edit…  ·  Delete…

    Employment history for last 3 years - should be a compulsory component to the fact find.

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    Larissa Tait shared this idea  ·  Jun 17, 2024

12. Client Portal Document Store - Completed Cases

    22 votes

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    under review  ·  3 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Larissa Tait supported this idea  ·  Jun 13, 2024

13. Premium frequency reporting

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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14. Outlook Calendar integration

    27 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Larissa Tait commented  ·  May 24, 2024  ·  Edit…  ·  Delete…

    2 way email integration, this way we can use our calendar etc.

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15. Mailchimp and automation

    21 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Aug 4, 2022

16. Admin cc'd on case emails

    20 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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17. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Larissa Tait supported this idea  ·  May 17, 2024

18. Multiple products on a mortgage

    96 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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19. Medical Questionaire

    7 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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20. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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